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Birchcreek Wealth Management’s State Street SPDR S&P Insurance ETF KIE Stock Holding History

Birchcreek Wealth Management’s Portfolio KIE Stock Details KIE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-4,524
Closed -$151K – 202
2020
Q4 		$151K Buy
+4,524
New +$143K 0.15% 116

Other funds holding KIE

FMI
Factory Mutual Insurance Waltham, Massachusetts $10.6B AUM 34.1% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Birchcreek Wealth Management's KIE Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of State Street SPDR S&P Insurance ETF (KIE) in Q1 2021, closing a stake of 4,524 shares — an estimated $151K sold.

Birchcreek Wealth Management first reported a position in KIE in Q4 2020 and held it in 1 quarter. The position peaked at $151K in Q4 2020. 92 funds tracked by Wall St. Rank hold KIE as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining State Street SPDR S&P Insurance ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 4,524 State Street SPDR S&P Insurance ETF shares in Q1 2021, an estimated $151K.
  • Birchcreek Wealth Management first reported a position in State Street SPDR S&P Insurance ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's State Street SPDR S&P Insurance ETF position peaked at $151K in Q4 2020.
  • 92 funds tracked by Wall St. Rank held State Street SPDR S&P Insurance ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.